401(k) · DOL Form 5500 · 2023

Spencer Gifts LLC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
3,937
Participants Above avg headcount
86th
Percentile by assets National rank
$13,767
Avg per participant Low balance/head
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Official DOL plan name: Spencer Gifts LLC 401(k) Plan · Sponsored by Spencer Gifts LLC · New Jersey · Retail Trade

$54M in assets, 3,937 participants

Spencer Gifts LLC's Spencer Gifts LLC 401(k) Plan reported $54M in total assets and 3,937 participants in its 2023 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,768 in Retail Trade (8,414 peers)

Coverage in New Jersey

Spencer Gifts LLC 401(k) Plan covers 3,937 participants in New Jersey, 4.7x the typical New Jersey plan (state average ~844 per filing). Assets: $54M.

#7,768
in Retail Trade (8,414 peers)
+42.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Spencer Gifts LLC 401(k) Plan's outsized position by total assets

Spencer Gifts LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$54,201,198 Top 14% higher than 86% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Spencer Gifts LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer Gifts LLC 401(k) Plan lands in the large band (3,937 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spencer Gifts LLC 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Spencer Gifts LLC 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Spencer Gifts LLC 401(k) Plan reported participants rose from 3,215 in the plan year 2022 filing to 3,937 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 710878043 · Spencer Gifts LLC PY 2023 · 401(k)

Spencer Gifts LLC 401(k) Plan · $54M · 3,937 · 86th

  • EOY $54M
  • 5500 3,937
  • ASSETS 86th
  • PCT 401(k)
  • EIN near Coushatta Tribe 401(k) Savings Plan
  • RANK ind #7768

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in New Jersey →

Spencer Gifts LLC 401(k) Plan in the asset neighbourhood

Coushatta Tribe 401(k) Savings PlanCoushatta Tribe 401(k) Savin…$54MProgressive Ae Flexible Compensation PlanProgressive Ae Flexible Comp…$54MMagid Glove and Safety Manufacturing Company, LLC 401(k) and Profit Sharing PlanMagid Glove and Safety Manuf…$54MBurns Engineering, Inc. 401(k) Profit Sharing PlanBurns Engineering, Inc. 401(…$54MSpencer Gifts LLC 401(k) Plan$54M
End-of-year total assets ($M) among Spencer Gifts LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$54M
Net Income$16M
Employer EIN710878043
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer Gifts LLC)

Sponsor-wide plan assets over time

All Spencer Gifts LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71M 18.631041862125883% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $59.9M $71.1M ▲ +18.6%
Year Plans Participants Total Assets
2022 2 3,365 $60M
2023 2 4,074 $77M
2024 2 4,432 $71M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Spencer Gifts LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Spencer Gifts LLC 401(k) Plan, Total assets ($B): 0.054201198 · Participants: 3937Spencer Gifts LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Spencer Gifts LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Spencer Gifts LLC 401(k) Plan side-by-side with 3 peers →

Spencer Gifts LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Coushatta Tribe 401(k) Savings Plan in LA ($54M); by covered participants it is Avi Foodsystems, Inc. 401(k) Retirement Savings Plan in OH (3,937 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,937 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spencer Gifts LLC 401(k) Plan assets move in 2023? ▼
Spencer Gifts LLC 401(k) Plan surged - up 42.5% during 2023, from $38M to $54M. Reported net income was $16M.
How have Spencer Gifts LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Gifts LLC's sponsor-wide assets grew 18.6%, from $60M to $71M.
Where does Spencer Gifts LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Spencer Gifts LLC 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Spencer Gifts LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coushatta Tribe 401(k) Savings Plan in LA ($54M, 1,544 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Gifts LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avi Foodsystems, Inc. 401(k) Retirement Savings Plan in OH (3,937 participants, $90M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 710878043.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.